jas
simple, all in one place, easy to understand overview of everything.
i am a relative novice and personal capital makes personal finance and awareness about planning future incredibly easy to understand and not overwhelming.

Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
Showing 498 reviews with 5 stars · Clear filters
jas
i am a relative novice and personal capital makes personal finance and awareness about planning future incredibly easy to understand and not overwhelming.
Bri
Great service for for both finance newbies and pros!
Mandie
Once you've got the basics of "don't spend too much" down from Mint, Personal Capital really is the next step. See all your accounts (ALL of them, credit cards, retirement accounts, etc) in one place. A giant net worth line chart on the home page so you can see what's happening. An amazing "investment checkup" tool that compiles all your investments and tells you if you've got too much stock, or not enough alternatives or whatever. Great tool. I check it weekly. They also send a weekly email with where you're at with spending compared to the same week the month before. Very eye opening and gets me to ask myself different questions than before. "What was I spending so much on last month?" or "Huh, why is the third week of the month always my spendy one? What can I do about that?"
Kyle
Personal Capital is a great resource for financing. I love how it's linked to all other accounts and shows updates in the markets.
Hugo
I have been using this platform for 3 years and it is awesome. I can keep track of all my accounts in one place.
JR
I like it a lot.
null
I think I check personal capital more than I check my Facebook. I would recommend this to anyone. Knowing your money is the best way to make good financial decisions and personal capital helps to do that every day!
Adam
Personal Capital allows you to view all of your financial accounts in one place. It also tracks your net worth on a daily basis. Personal Capital is a great tool for tracking your financial life.